Line Item Systems
DRAFT v0 · dashed orange boxes = info we still need from Dad
Finance workflow automation for financial services

We eliminate the workflows your finance team hates.

Line Item Systems helps financial-services companies identify, redesign, and automate complex accounting and finance workflows, while keeping the controls, evidence, and human judgment that matter.

Reconciliations · Month-end close · Cash & treasury · Lending & investment operations · Reporting · Exception research

The problem

Your hardest finance workflows were never designed. They accumulated.

Finance teams often inherit processes built across spreadsheets, email, portals, PDFs, ERP exports, tribal knowledge, and manual review.

Each workaround makes sense in isolation. Over time, the workflow becomes expensive, slow, fragile, and difficult to change.

Modern automation makes a different operating model possible.

Reconciliations

Analysts spend hours matching data, researching breaks, and rebuilding evidence every period.

Month-End Close

Critical close processes depend on spreadsheets, manual handoffs, and institutional knowledge.

Cash & Treasury

Bank activity, servicing systems, forecasts, and ledgers require repetitive movement and investigation.

Investment & Lending Operations

Documents, transactions, accounting data, counterparties, and servicing feeds create complex exception-heavy processes.

Reporting

Highly paid finance professionals spend too much time assembling data instead of analyzing it.

Exception Research

Routine items are easy. The expensive part is figuring out why the remaining 10–20% do not match.

How it works

Start with one ugly workflow.

We do not begin with an “AI strategy.” We begin with a process your team already wishes would disappear.

1 · Find

Identify the pain

Show us the process that consumes too much time, creates recurring frustration, or depends on one person knowing how everything works.

2 · Map

Understand how it really works

We map the trigger, inputs, systems, actions, decisions, exceptions, controls, and outputs.

3 · Quantify

Build the business case

We estimate current effort, cost, error and rework, automation potential, implementation complexity, and expected payback.

4 · Redesign

Keep judgment. Remove busywork.

We determine which steps should be deterministic, which can use AI, which need validation, and where a human should remain in control.

5 · Build

Implement the workflow

When the economics work, we build the automation around your existing systems instead of forcing a rip-and-replace.

6 · Measure

Prove the result

We compare the new workflow against the original baseline: hours saved, cycle time, exception rate, and operating cost.

Illustrative example

What a workflow transformation can look like

Before · Monthly cash reconciliation
  • Bank files manually downloaded
  • Data reformatted in Excel
  • Transactions matched manually
  • Breaks researched across multiple systems
  • Supporting evidence assembled
  • Manager review
  • Adjustments posted
Illustrative effort
180 hours / month
−75%manual effort
After
  • Files automatically ingested
  • Data normalized
  • Deterministic matching handles routine items
  • AI investigates bounded exceptions
  • Evidence attached to recommended resolutions
  • Low-confidence items route to an accountant
  • Reviewer approves
  • Complete audit trail retained
Illustrative effort
45 hours / month

Illustrative example only. Actual automation potential depends on the workflow, systems, controls, data quality, and exception profile.

Controls

Automation built for finance, not demos.

Finance automation has to survive more than a product demo. It has to survive close, review, audit, management scrutiny, and real exceptions.

Human-in-the-loop by design

Judgment calls and material exceptions can remain with the finance team.

Deterministic controls

Use rules and independent validations where certainty matters more than creativity.

Evidence attached

Recommendations show the source information and reasoning needed for review.

Systems of record remain systems of record

Automation works around and between existing platforms rather than casually replacing core accounting infrastructure.

AI can investigate. Controls verify. People approve.

What we solve

Built for the long tail of finance work.

If a workflow involves people repeatedly gathering, interpreting, matching, checking, researching, documenting, or moving information between systems, it may be a candidate.

[ Founder headshot ]
4:5 photo needed
About

Built by someone who has lived inside the finance function.

Line Item Systems was founded by [Founder name], a CPA with experience spanning derivatives consulting, six years inside a mortgage REIT, bank controllership, and financial-services technology.

The company was created around a simple observation:

The hardest part of finance automation is often not the technology. It is understanding the accounting, controls, exceptions, systems, and operating reality well enough to know what should be automated in the first place.
  • CPA
  • Former bank Controller
  • Six years in mortgage / REIT finance
  • Derivatives consulting
  • Investment & financial-services workflows
  • Product & technology in complex financial systems

[LinkedIn profile link]

Workflow challenge

What's the gnarliest workflow on your team?

Show us one finance process your team would love to stop doing manually. We'll help determine:

  • What it costs today
  • What makes it difficult
  • What can realistically be automated
  • Where human judgment should remain
  • Whether the economics justify building it

20–30 minutes. One real workflow. No generic AI presentation.

[Optional: Calendly / Cal.com booking link]

Form not connected yet · will hook up Formspree or Tally